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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,388 hedge funds and large institutions have $75.3B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 949 increasing their positions, 982 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,388
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32%
Holding in Top 10
354
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-2.75%
% of All Funds
4.74%
New
135
Increased
949
Reduced
982
Closed
89
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$552M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$360M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$220M
4
AUB
Atlantic Union Bankshares
Virginia
+$154M
5
RFC
Regions Financial Corp
Alabama
+$115M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$793M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$530M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$262M
4
HNB
Huntington National Bank
Ohio
-$260M
5
AG
AlTi Global
New York
-$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
QWP
1501
Quotient Wealth Partners
Texas
$800K +$33.7K +544 +4%
BWAM
1502
Boyd Watterson Asset Management
Ohio
$798K -$19.2K -310 -2%
MFT
1503
Moisand Fitzgerald Tamayo
Florida
$797K -$11.5K -185 -1%
PMFA
1504
Plante Moran Financial Advisors
Michigan
$794K +$200K +3,228 +34%
IWB
1505
Innovative Wealth Building
Maryland
$793K +$558 +9 +0.1%
PS
1506
Pinney & Scofield
Massachusetts
$793K – – –
O3W
1507
Omni 360 Wealth
New Jersey
$791K -$12.8K -206 -2%
SFP
1508
Shepherd Financial Partners
Massachusetts
$789K -$22.9K -370 -3%
NG
1509
NWK Group
California
$789K +$7.82K +126 +1%
SCA
1510
Sage Capital Advisors
South Dakota
$787K +$2.36K +38 +0.3%
AIM
1511
Advyzon Investment Management
Illinois
$784K +$784K +12,645 New
CBT
1512
Crews Bank & Trust
Florida
$784K -$30.7K -495 -4%
WF
1513
Warner Financial
Maryland
$783K +$2.36K +38 +0.3%
CFA
1514
Camarda Financial Advisors
Florida
$773K +$178K +2,864 +30%
RC
1515
Rovin Capital
Arizona
$773K +$773K +12,457 New
YWS
1516
Yarger Wealth Strategies
Ohio
$771K -$28.3K -456 -4%
PWA
1517
Primoris Wealth Advisors
Florida
$771K +$62 +1 +0%
BCA
1518
Bay Capital Advisors
Virginia
$770K -$2.18M -35,111 -74%
AF
1519
Alerus Financial
North Dakota
$767K +$682 +11 +0.1%
NAS
1520
Nicolet Advisory Services
Wisconsin
$764K +$268K +4,310 +54%
SWM
1521
SFG Wealth Management
Maryland
$763K +$13.8K +223 +2%
RWM
1522
Riverchase Wealth Management
Texas
$762K – – –
WP
1523
Westmount Partners
California
$760K -$16.9K -272 -2%
FNBSF
1524
First National Bank Sioux Falls
South Dakota
$760K +$42.8K +690 +6%
LWM
1525
Luminvest Wealth Management
Arizona
$758K – – –
59 60
61
62 63